LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1 +$7.05M
2 +$2.43M
3 +$1.38M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.15M
5
ECL icon
Ecolab
ECL
+$1.12M

Top Sells

1 +$6.63M
2 +$2.98M
3 +$1.54M
4
ARG
Airgas Inc
ARG
+$1.12M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$922K

Sector Composition

1 Healthcare 15.51%
2 Financials 14.62%
3 Technology 12.91%
4 Industrials 11.45%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$9K ﹤0.01%
220
1652
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315
1653
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1,995
1654
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614
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720
1657
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1,093
1658
$9K ﹤0.01%
663
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688
1660
$9K ﹤0.01%
1,605
1661
$9K ﹤0.01%
749
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$9K ﹤0.01%
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700
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2,608
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435
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540
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852
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1,720
1670
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200
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1672
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270
1673
$8K ﹤0.01%
1,530
1674
$8K ﹤0.01%
504
1675
$8K ﹤0.01%
830
-170